HoneyBook

HoneyBook

RATING:

4.82

(536)

About HoneyBook

HoneyBook is a cloud-based customer relationship management (CRM) solution designed for small businesses. The solution helps users manage business processes from inquiry through to invoicing. HoneyBook lets users manage projects, book clients, sign contracts online, send invoices and handle payments. HoneyBook features task management that lets users view and track various stages of a project. Users can keep invoices, contracts and other documents in one place. Also, users can respond to clients with automated appointment requests and follow-ups using personalized templates and notifications. In addition, automated payment reminders can be sent and task reminders can be created based on the projects. HoneyBook integrates with tools such as QuickBooks, Calendly, Zapier...

HoneyBook Pricing

Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!). For your first 6 months, get HoneyBook for $1 per month with code ONLY1.

Starting price: 

$39.00 per month

Free trial: 

Available

Free version: 

Not Available

HoneyBook homepage
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HoneyBook Reviews

Overall Rating

4.82

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 538 reviews

Tiffany

Company size: 2 - 10 employees

Time used: Unspecified

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

February 2021

HoneyBook User Review

User Profile

Christina

Verified reviewer

Company size: 2-10 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

September 2019

The Best Client Management Resource-- goes beyond normal software

Before I used HoneyBook, I had tried several other client management platforms. All of them were clunky, and often I'd have to hunt around for things in the interest of the app developer's attention to folders and organization. What a mess! I'm so glad I switched to HoneyBook. They've consistently made product improvements and seem to really care about their customers. It gets easier and more fun to use every day, with just enough features to accomplish what I need without overwhelming me. I highly suggest this to anyone who is managing multiple clients, especially if you have client projects that tend to go dormant for awhile then pick back up.

Pros

I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried.

Cons

It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use.

Reasons for switching to HoneyBook

17hats was too hard to use and things were getting lost in their many nooks and crannies.

Response from HoneyBook

Christina, thank you for you being a HoneyBook member! We are so happy to hear that HB allows you to manage your clients in a fraction of time of other systems! Our Product Team works hard to consistently meet and exceed our members expectations. Thank you for the feedback on the default email templates. I will share with our team. Incase you didn't know, you can edit the default templates text and format to meet your needs.

Replied September 2019

Cameron

Company size: 1 employee

Industry: Entertainment

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

October 2022

CRM Made Simple, Slick , and Seamless

HoneyBook truly helped me "level up" my business in nearly every area. The integrations, automation, templates, and payment processing systems all stand out both to me and my clients.

Pros

HoneyBook's "Pipeline" feature makes tracking inquiries, keeping up with contracting and following up after events nearly effortless. The power to automate these steps in the process while still being able to customize the automation allows me to keep my client interactions prompt, professional, and most importantly - personal. Email reminders keep me on top of my inbox, and templates turn once-tedious processes into a breeze. HoneyBook's client-facing side is deeply customizable and helps me maintain a professional aesthetic even when I'm drowning in the background.

Cons

HoneyBook shines for many industry professionals but isn't without a few details in need of improvement. Uploading files to customize templates can be difficult due to the restrictions placed on file types and sizes. Businesses with more non-traditional models may also find HoneyBook difficult to customize to meet their needs.

User Profile

Tess

Verified reviewer

Company size: 2-10 employees

Industry: Health, Wellness and Fitness

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

November 2022

Buyer BEWARE! Poor Customer Service/Racial Inequality

Very insulting. I invested a lot of my time and energy into researching this software and felt it met the need I was trying to address for an additional division we are establishing with my company. An unsolicited internal situation occurred in which the staff at Honeybook was clearly at fault. As opposed to utilizing the philosophy of 'the customer is always right or even considering my point of view, they immediately justified the racist actions of their staff, confirmed she was following protocol, and terminated our relationship. I respect their right to do so, but I was completely blind-sided as EVERYTHING offensive was done TO ME by their internal staff. Also, the harsh, dismissive, condescending mannerism used towards me was so offensive it disrupted the rest of my day.

Pros

None. Their marketing campaign is not transparent. All customers are NOT treated equally.

Cons

Unfortunately, in almost 2023, this is one of the only companies in my professional experience I've ever experienced racial bias. They went out of their way to offend me and as a privately-owned company, I guess they have it as a right, but I think the diverse demographic should be aware prior to spending money with this company.

Matthew

Verified reviewer

Company size: 1 employee

Industry: Photography

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

August 2022

Best I've Used So Far

Overall it has been a Godsend. I am feeling much better about how I manage my business with Honeybook.

Pros

I love using Honeybook! I've tried a couple other CRM softwares, and this one is by far the easiest to deploy and keep me on track. It is logical and feels easy to use, which has kept me using it rather than reverting to inefficient paper tracking. The customer service has been great: always quick and friendly to answer questions and help me through something I didn't understand. I would highly recommend Honeybook to anyone.

Cons

The calendar sync is sometimes glitchy, but that could also be user error. One thing that would make it better would be an easy way to override when I am considered "busy" on my Google Calendar that syncs in. I'd also love to have SMS communication with my clients, but rumor has it they are working on this.

Reasons for switching to HoneyBook

Zoho was just too confusing - I love that it's one big suite to manage Social, and Website, and Accounting, and CRM, and washes my windows...but it was overwhelming, and to have someone help me set it up would require an additional subscription. Studio Cloud was just clunky. I may not have given it enough effort, but it just wasn't quite there for me.

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